Forms

Aircraft & Boat Forms

• Boat and Aircraft Affidavit (PDF): Affidavit affirming ownership of Boat or Aircraft property as of January 1st lien date.
• Vessel Property Statement (BOE-576-D) (PDF): Declaration of costs and other related property information as of January 1st lien date.
• Aircraft Property Statement (BOE-577) (PDF): Declaration of costs and other related property information as of January 1st lien date.
• Historical Aircraft Exemption (BOE-260-B) (PDF): Exempts aircraft of historical significance when publicly displayed at least 12 days per year. There is a one-time $35 filing fee. View the State Board Explanation Letter (PDF).
• Agency Authorization (PDF): Authorization to appoint another individual, other than assessee, as an agent for assessment matters.

Business Personal Property Forms

• Business Property Statement (BOE-571-L and BOE-571-D) (PDF): Declaration of costs and other related property information as of January 1st lien date.
• Business Property Affidavit (PDF): Affidavit affirming ownership of business personal property as of January 1st lien date.
• Agency Authorization (PDF): Authorization to appoint another individual, other than assessee, as an agent for assessment matters.
• Business Factor Tables (PDF): Depreciation Factor tables by asset type.

Change in Ownership Forms

• Preliminary Change in Ownership Report (BOE-502-A) (PDF): Document must be completed for all real estate recorded transfers.
• Change in Ownership Death of Real Property Owner (BOE-502-D) (PDF): Form must be filed with Assessor within 150 days after a property owner's death.

Exclusion Forms

• Solar Energy System New Construction Exclusion (BOE-64-SES) (PDF): Provides an exclusion to the initial purchaser. The State Board of Equalization has created a Solar Properties webpage that lists available reference material on this topic.
• Builder's Exclusion Application (PDF): Provides licensed contractor an exclusion from supplemental taxes on qualifying new construction.
• Exclusion for Transfer between Parent and Child (BOE-58-AH) (PDF): Excludes real property from reappraisal for qualifying transfers.
  • Fee may apply (PDF).
• Exclusion for Transfer from Grandparent to Grandchild (BOE-58-G) (PDF): Excludes real property from reappraisal if parents are deceased for qualifying transfers.
  • Fee may apply (PDF).
• Affidavit of Cotenant Residency (BOE-58-H) (PDF): Transfers of a cotenancy interest from one cotenant to another that occur due to the death of one cotenant and after January 1st lien date may be excluded from reassessment if certain conditions are met.
• Claim for Disabled Accessibility Construction Exclusion from Assessment (BOE-63-A) (PDF): Provides a property owner (Not eligible for the Homeowners' Exemption) an assessment exclusion for construction work completed to make an existing building more accessible or usable to a disabled person.
• Disabled Persons Claim for Exclusion of New Construction (BOE-63) (PDF): Provides an owner-occupied property an assessment exclusion for construction work completed for making an existing home more accessible to a disabled person.
• Disabled Persons Claim for Transfer of Base Year Value to Replacement Dwelling (Intra-County and Inter-County, When Applicable) (BOE-62) (PDF): Allows value to be moved from one home to another for owners who are deemed severely and permanently disabled. Note: Placer County does not accept inter-county transfers.
  Certificate of Disability (BOE-62-A) (PDF) needs to be completed by the claimant’s physician and submitted with the above BOE-62 form.
• Transfer of Base-Year Value to Replacement Dwelling (BOE-60-AH) (PDF): Allows value to be moved from one home to another within the same county for owners age 55 or older.
• Transfer of Base-Year Value Acquisition by Public Entity (BOE-68) (PDF): Allows value to be moved from one property to another if original property has been taken by eminent domain proceedings, acquisition by a public entity, or governmental action resulting in a judgment of inverse condemnation.
• Transfer of Base-Year Value from Qualified Contaminated Property to Replacement Property (BOE-65-CP) (PDF): Allows value to be moved from one property to another if original property qualifies as contaminated property.
• Property Damaged by Misfortune or Calamity (PDF): Allows reduction in value if damage is $10,000 or more.

Exemption Forms

• eFile a Homeowners' Property Tax Exemption Form (BOE-266): If you own and occupy a home as your principal place of residence on January 1, you may apply for a Homeowners' Exemption. This exemption may reduce your property tax assessment up to $7,000 per year, and lower your annual tax bill by about $70. There is no charge to apply for this exemption.
  • Important: Homeowners' Exemptions are not automatically transferred between properties. If you move, you are responsible for notifying the Assessor that your principal residence has changed. California Assessor contact information is available on the Board of Equalization website.
  • View more on Homeowners' Exemption.
  • Select the following form if you prefer to mail or fax the Homeowners' Property Tax Exemption (BOE-266) (PDF) to our office.
• Complete en línea la Exención de Impuestos Prediales de los Propietarios de Casas (BOE-266 en Español): Exime de hasta $7,000 del valor tasado de la residencia del dueño de la propiedad.
• Seleccione el siguiente formulario, si usted prefiere enviar la Exención de Impuestos Prediales de los Propietarios de Casas, (BOE-266) por correo o fax a nuestra oficina.
• ** Disabled Veterans' Property Tax Exemption (Annual Filing - BOE-261-G) (PDF): Exempts a portion of taxable value for a totally disabled veterans’ primary residence based on the basic or low-income exemption amounts that are adjusted annually for inflation.
  
  When filing the Disabled Veterans' Property Tax Exemption Form (BOE-261-G) you must attach the following documentation with the completed form for:
  • Basic Exemption:
    • Complete ratings decision from the Veterans Administration
    • DD214
  • Low Income Exemption:
    • Complete ratings decision from the Veterans Administration
    • DD214
    • Disabled Veterans' Household Income Worksheet (PCA-703) (PDF)
  • Surviving Spouse Exemption:
    • Death Certificate
    • Dependents Indemnity Compensation Letter from Veterans Administration
    • Marriage Certificate
• Claim for Welfare Exemption (First Filing - BOE-267): Claim form for initial request of welfare exemption for a specific property when the claimant is a new filing in the county or requesting exemption for a new location in the county. Find further information on the Board of Equalization website.
• ** Claim for Welfare Exemption (Annual Filing - BOE-267-A) (PDF): Claim form filed on an annual basis after initial "been met" finding, and can be filed on properties that were granted exemption in the prior year. Find further information on the Board of Equalization website.
• ** Welfare Exemption Supplemental Affidavit, Organizations and Persons Using Claimants Real Property (Annual Filing - BOE-267-O) (PDF): This affidavit is required if other persons or organizations use any of the Real or Personal Property as indicated on the Claim for Welfare Exemption First Filing (BOE-267) (PDF) or Claim for Welfare Exemption Annual Filing (BOE-267-A) (PDF).
• Historical Aircraft Exemption (BOE-260-B) (PDF): Exempts aircraft of historical significance when publicly displayed at least 12 days per year. There is a one-time $35 filing fee. View the State Board Explanation Letter (PDF).
• ** Church Exemption (Annual Filing - BOE-262-AH) (PDF): The Church Exemption is available primarily for leased buildings, the land they sit on, and personal property used exclusively for religious worship as of 12:01 a.m. on the January 1 property tax lien date.
• ** Church Lessors' Exemption Claim (Annual Filing - BOE-263-C) (PDF): Property owned by a church and leased to a public school, community college, state college, or state university, including the University of California, used jointly with a church. Any portion of the Church that is used for Public School purposes must file an annual claim form by the Church/Lessor. The Public School or College must also file the Public School or College affidavit. Public School or College would also file the Public School or College exemption claim form to exempt the business personal property. (See the Public School Exemption BOE-268-A (PDF) or College Exemption BOE-264-AH (PDF).)
• ** College Exemption Claim (Annual Filing - BOE-264-AH) (PDF): The College Exemption is available to non-profit four-year colleges and may be used for owned or leased real and personal property.
• ** Lessors' Exemption Claim (Annual Filing - BOE-263) (PDF): The Lessors' Exemption is available to property owners who lease real property to free public libraries, free museums, public schools, charter schools, community colleges, state colleges, state universities, University of California, churches, and non-profit colleges. Both the owner of the property and the exempt organization are required to sign the claim. The benefit of the exemption must go to the exempt organization in the form of a rent reduction or direct refund, unless otherwise stated in the lease. A copy of the lease is required to be submitted with the first claim.
• ** Public School Exemption (Annual Filing - BOE-268-A) (PDF): This exemption is used by public schools, including charter schools. Public schools most often use the exemption for leased real and personal property. The property may be used for a variety of purposes, including education, administration, and administrative support functions. Charter schools must submit a copy of the charter when applying for this exemption.
• ** Religious Exemption (Annual Filing - BOE-267-S) (PDF): The Religious Exemption is available for real personal property owned by a religious organization. The exemption is only available for real and personal property used by the owner church to conduct worship services on the property, or conduct worship services on the property and operate one or more schools on the same property, specifically preschools, nursery schools, kindergartens, elementary schools, secondary schools, or any combination thereof. For property acquired after January 1, or property owned by a newly formed organization, the full exemption may be allowed if a Religious Exemption first time filing BOE 267S is filed within 90 days from the first day of the month following the date of acquisition or by February 15 of the following calendar year, whichever occurs earlier.
• ** Religious Exemption Change in Eligibility or Termination Notice (Annual Filing - BOE-267-SNT) (PDF): This is sent annually after the first time filing prior to January 1 for verification of continued qualification of the exemption. Failure to return the annual notice does not constitute a waiver of the exemption but may result in an on-site inspection of the property to verify the exempt activity. Use this form to notify the Assessor if there is any change in the use of the property.
• ** Service members Civil Relief Act Declaration (Annual Filing - BOE-261-D) (PDF): Section 571(c) of the Servicemembers Civil Relief Act (50 USC. Appendix), exempts the assessed value for boats, aircraft, or manufactured homes located in Placer County for active duty Servicemembers who are residing locally serving in compliance with military orders. Service member is a resident of another State or County but is storing/using the personal property in Placer County while being stationed at a local military installation. Note: Manufactured homes assessed as real property are not eligible for this exemption.

** These exemptions require an annual filing, which is timely if received or postmarked by 5:00 p.m, February 15th, or the next business day if the 15th falls on a County Holiday or weekend.

Mapping Forms

• Scale Map Copy Request (PDF): Pre-order 11 by 17 inch scale maps.
• Assessor's Parcel Boundary Change Request (PDF): Owner's request for tax purposes only, splits, or combinations of existing Assessor Parcels for future tax years.

New Construction Cost Statements

Cost statements are requested on all residential and commercial new construction projects in order to obtain detailed information in an efficient and cost effective manner. Please locate the form below that corresponds to your project.

Residential

• Additions, Alterations, and Remodels (PDF): Owner’s statement of construction costs and project details for residential additions, alterations, remodels, garage conversions and demolitions.
• Patio Covers and Miscellaneous Improvements (PDF): Owner’s statement of construction costs and project details for patio covers, patios, decks, carports, fences, retaining walls, fireplaces, fire pits, outdoor kitchens, enclosed porches and sunrooms.
• Pools, Spas, and Site Improvements (PDF): Owner’s statement of construction costs and project details for residential pools, spas and related site improvements.
• Detached Garages, Agricultural Buildings, and Miscellaneous Structures (PDF): Owner’s statement of construction costs and project details for detached garages, agricultural buildings, shops, sheds, barns, riding arenas and other related improvements.
• Wells (PDF): Owner’s statement of construction costs and project details for new and replacement wells.
• Total Cost Statement-Residential (PDF): Owner’s statement of construction costs and project details for new single-family residences.
• Manufactured Homes (PDF): Owner’s statement of construction costs and project details for newly purchased or relocated manufactured homes.

Commercial

• Total Cost Statement Commercial (PDF): Owner’s statement of construction costs and project details for new commercial structures, additions, alterations or repairs completed on existing structures, or for demolition work completed.
• Commercial Tenant Improvements (PDF): Owner’s statement of construction costs and project details for commercial tenant improvements including finishing or remodeling a structure’s interior, storefront, fixture or building system.
• Wells (PDF): Owner’s statement of construction costs and project details for new and replacement wells.